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Top Story

Regulation| 12:09

Natwest admits tests go beyond FCA demands

Commentators have bemoaned perceived lack of clarity from the regulator as clients face fee penalties.

Top Story

Your Industry| 12:01

Data reveal slow movement to ‘restricted’ advice

Data reveal most advisers have remained independent but business consultancy warns it may be hard to remain profitable.

Top Story

Your Industry| 08:46

Small adviser firms warned of VAT crackdown

HMRC investigations into small firms have raised £8.4bn, compared to £3.9bn from scrutiny of big businesses.

In Focus
Latest news

Investments| 13:34

European manager Jaime Ramos-Martin quits SLI

Mr Ramos-Martin becomes second European manager to exit Standard Life Investments following Ken Nicholson’s departure.

Investments| 12:56

Apple and Facebook results ease tech sell-off fears

Tech giants smash market expectations with first quarter results.

Regulation| 12:09

Natwest admits tests go beyond FCA demands

Commentators have bemoaned perceived lack of clarity from the regulator as clients face fee penalties.

Your Industry| 12:01

Data reveal slow movement to ‘restricted’ advice

Data reveal most advisers have remained independent but business consultancy warns it may be hard to remain profitable.

Pensions| 11:58

Aegon reviews existing pension scheme charges following cap

Only schemes going through their initial assessment of the auto-enrolment population after 31 August 2014 will receive new terms, Aegon says.

Pensions| 11:37

Brown in Scottish independence pensions warning

Scotland’s ageing population will be “better protected” if voters reject total independence and allow the UK government to cover mounting pension...

Analysis & opinion
MMR is a step too far

Hal AustinonMortgages| Apr 23, 2014

MMR is a step too far

Regulation of mortgage lending should be based on democratic principles underpinned by professional advice.

A semi-state defined morality when it comes to the management of one’s income is undemocratic and a step too far

Tony Hazellon| Apr 23, 2014

When family finances are a matter of life or death

I will soon have to make a rather difficult investment decision.

John Lappinon| Apr 22, 2014

Industry should be wary of axing annuities golden goose

Amid the reforms, it is in everyone’s interests that the annuity market remains viable.

Insurance| Apr 23, 2014 |

Income Protection Vs Critical Illness: 10 key issues

Around half a million people each year buy critical illness cover, compared to about 100,000 purchasing IP.

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Money Management Fund Statistics

Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.

Track the latest regulation changes affecting your business...

Isolated Regulation Changes| Pensions | 14 Nov 2013

Shake-up of workplace pensions

Proposals to reshape workplace pensions for future generations have been outlined by the Department for Work & Pensions.

RDR| Conduct of business | 25 Oct 2013

Rules for advisers accepting provider’s cash

Financial Conduct Authority explains what kind of payments advisers can accept from providers.

RDR| Investments | 25 Oct 2013

Permitted cash rebates to retail clients

The Financial Conduct Authority explains when provider can pay cash rebates to retail clients.

More regulation paper summaries

Adviser Rant: AMCs do not tell the whole story

My main focus is considering the overall cost to a client of the solutions I recommend.

Adviser pension transfer fines portend slew of enforcement

Financial Conduct Authority reiterates its concerns about Sipps in two final notices issued today.

Budget advice black holes and rebate revelations

Week in Brief: The government guarantee of ‘guidance’ is slowly being picked apart.

See More Blogs

Adviser Guides
Investments

Investments

Guide to UK Equity Income funds

The IMA UK Equity Income sector was created in 2010 as a merger of Equity Income and Equity Income and Growth sectors.

Pensions

Pensions

Guide to Pension Charges

The longer the pension plan has been in place, the wider the variation in charges can be.

Insurance

Insurance

Guide to Selling Income Protection

Anyone who is working should consider how they would manage financially if they were unable to work.

Pensions

Pensions

Guide to Funding Long-term Care

It is all too easy for people to ignore care costs until they are faced with the reality of paying for care for themselves or a loved one.

See all guides

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